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Walking the Dog
The best analogy I’ve ever heard for investing in a company’s stock is walking a dog. It goes like this: Imagine you are taking your dog for a walk down…
Apr 11
•
Brian McCann
6
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Walking the Dog
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March 2024
Go Ahead, Buy that Stock
Going back to basics with a little Person Finance 101.
Mar 27
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Brian McCann
3
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Go Ahead, Buy that Stock
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February 2024
A Lament for Personal Finance
I just finished reading No Worries: How to live a stress-free financial life by Jared Dillian. It’s a great book on personal finance. On his behalf, I…
Feb 15
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Brian McCann
6
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A Lament for Personal Finance
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Dry January
Except with $$$ instead of alcohol
Feb 8
•
Brian McCann
5
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Dry January
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January 2024
House Keeping, Lessons from 2023
I hope everyone enjoyed their Holidays as much as I did! I wanted to update readers on some upcoming changes to the newsletter. First, a big thanks for…
Jan 21
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Brian McCann
4
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House Keeping, Lessons from 2023
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December 2023
Happy Holidays!
Hello all! I just wanted to drop a quick note to wish all my readers a Happy Holidays! I hope you get time with your family and friends to rest and…
Dec 21, 2023
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Brian McCann
4
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Happy Holidays!
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November 2023
Following Management
I recently spent a few hours analyzing a company. I followed it loosely for several years, read their transcripts, etc. So, I was already reasonably…
Nov 26, 2023
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Brian McCann
5
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Following Management
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A Rant About Moats
I recently read a stock pitch about a small company. One of the critiques it received was that a reader didn’t understand what the business’s moat was…
Nov 5, 2023
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Brian McCann
5
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A Rant About Moats
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October 2023
Generic Company A
I have a mental framework that I use when I look at a new company. I’ve never really had a name for it before, but now that I am writing about it, I…
Oct 15, 2023
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Brian McCann
1
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Generic Company A
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Metal Model: Activation Energy
I wrote recently about how we need some new mental models in investing. So, I thought I would write about one today. It is a concept called “Activation…
Oct 1, 2023
•
Brian McCann
2
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Metal Model: Activation Energy
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September 2023
We Need Some New Mental Models
I’m not going to say that investors lack creativity. But as a group, we seem to have latched on to a certain set of “Mental Models.” And although we…
Sep 10, 2023
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Brian McCann
3
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We Need Some New Mental Models
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August 2023
Capital (Mis)allocators
The eternal appeal of finding the next Berkshire
Aug 27, 2023
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Brian McCann
6
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Capital (Mis)allocators
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